by Amy | Feb 17, 2025 | Credit, Webinar Snippets
Strong credit processes, airtight legal protections, and real-world experience, these are the key pillars of TAMIM’s due diligence process. But why are “battle scars” so important? Find out what it takes to build confidence in private debt investments.
Disclaimer: All investing entails risk – please read disclaimer on our website for more details – www.tamim.com.au.
by Amy | Feb 17, 2025 | Australian Equities, Fintech, Webinar Snippets
Portfolio Manager Ron Shamgar offers a glimpse into three under-the-radar companies with the hallmarks of strategic value, exceptional financials, industry leadership, and unique positioning. These businesses, quietly ticking all the right boxes, present compelling cases for future M&A interest. While specifics remain closely guarded, their potential to deliver outsized returns aligns perfectly with TAMIM’s disciplined investment approach. Could one of these be the next big story? Stay tuned.
Disclaimer: ASX: EML, ASX: CCG, and ASX: CVW are currently held in TAMIM portfolios. All investing entails risk – please read disclaimer on our website for more details – www.tamim.com.au.
by Amy | Feb 17, 2025 | Energy, Global Equities, Webinar Snippets
Is U.S. grid modernisation the next big investment opportunity? Robert Swift highlights the rising demand from data centers and renewables, pointing to companies like Emcor, Quanta, and Hitachi as key beneficiaries. He also underscores nuclear energy’s growing role, including small modular reactors, in addressing AI-driven electricity needs, presenting a strong case for tapping into these transformative trends.
Disclaimer: NASDAQ: STRL, NYSE: EME, NYSE: PWR, TYO: 5333 and TYO: 6501 are currently held in TAMIM portfolios. All investing entails risk – please read disclaimer on our website for more details – www.tamim.com.au.
by Amy | Feb 13, 2025 | Australian Equities, Webinar Snippets
Once a struggling software company, Bravura has reinvented itself into a lean, cash-rich operation under new leadership, cutting millions in costs and returning to profitability. The company continues to build momentum, and with the stock up over +70% since the webinar, could new contract wins, margin improvements, and strategic M&A opportunities unlock even greater upside for this 9x success story?
Disclaimer: ASX: BVS is currently held in TAMIM Portfolios. All investing entails risk – please read disclaimer on our website for more details.
by Amy | Feb 13, 2025 | Weekly list
This week’s TAMIM Reading List takes you from secret nuclear labs to meme-driven AI debates. Explore DeepSeek’s internet takeover, new investment strategies beyond Buffett, and the risks and rewards of leveraged ETFs. Step inside the classified world of America’s nuclear testing and question whether we’re all living in a lucid dream. Relive unforgettable SNL guest moments and dive into Trump’s Project 2025 agenda. On the field, the Eagles’ defensive line stole the Super Bowl spotlight, and in politics, JD Vance’s Apple Watch is raising security concerns. From finance to culture, this week’s selection is packed with insight and intrigue.
📚 DeepSeek: Links and Memes (So Many Memes)
📚 Going Beyond Buffett: From Stagnant Stoats to Harebrained Ideas
📚 Step inside the secret lab where America tests its nukes
📚 Trump’s Project 2025 agenda caps decades-long resistance to 20th century progressive reform
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